Uploading Additional Files
The following video will walk you through how to upload additional files to a transaction.
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Custom Search
The student registration system allows you to build custom searches based on your own criteria, and to define which fields you would like shown on the search. Many features of the system use these custom searches to operate, such as the student ...
Setting Up Bill.Com Access
In order to use the basic features of CharterAce, it is not necessary to have a Bill.Com account. Only users who need to interact with sensitive data or send payments need to have an actual Bill.Com account. Please be aware, that there may be an ...
Users
In order for people to log into CharterAce they must have a user account. We highly recommend NOT sharing user accounts, if you have additional people who need access to the system, they should be set up as a separate user to ensure proper logging ...
Send Payment From Process Transactions Screen
To begin the process, open the process transaction screen for Bill.Com payments by going to: Accounting Process Trans. From this screen you should click on the "Go" button next to the Bill.Com list. Bear in mind that the number next to the button ...
Creating/Editing Registration Questions
CharterAce's student registration system allows you to set up multiple types of data fields to manage information about people in the system. There are three different types of people in the system: Students, Parents, and Other. Each of those types ...